Back to filter
Original filing (PDF)20250702125507NAL0013700993001
SONATA BANK
Form 5500-SF
FILING_RECEIVED
SONATA BANK 401(K) PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
49
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SONATA BANK.
Plan sponsor
Name
SONATA BANK
EIN
61-0334970
Address
761 OLD HICKORY BOULEVARD · SUITE 400 · BRENTWOOD, TN · 37027
Phone
(615) 857-8011
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Commercial Banking plans
HERITAGE COMMUNITY BANK
HERITAGE COMMUNITY BANK 401 (K) AND PROFIT SHARING PLAN
$1.3M · 28 participants
FARMERS & MERCHANTS STATE BANK OF ALPHA
FARMERS & MERCHANTS STATE BANK OF ALPHA 401(K) PLAN
$1.3M · 7 participants
CITIZENS FEDERAL SAVINGS & LOAN ASSOCIATION OF COVINGTON
CITIZENS FEDERAL SAVINGS & LOAN ASSOCIATION OF COVINGTON 401(K) RETIREMENT SAVINGS PLAN
$1.3M · 5 participants
FIRST BANK OF BANCROFT
FIRST BANK OF BANCROFT 401(K) PROFIT SHARING PLAN
$1.3M · 3 participants
FIRST STATE BANK OF ODEM
FIRST STATE BANK OF ODEM 401(K) PROFIT SHARING PLAN
$1.3M · 29 participants
ANCHOR BANK
ANCHOR BANK 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 47 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B